form5500lookup

Benefits broker of record · FORT WASHINGTON, PA

PATRIOT GROWTH INSURANCE SERVICES,L

PATRIOT GROWTH INSURANCE SERVICES,L of FORT WASHINGTON, PA is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.

One of 23 offices of PATRIOT GROWTH INSURANCE SERVICES,L.

Contracts brokered
14
Book size
$100k–1M
Office state
PA

14 contracts on file name PATRIOT GROWTH INSURANCE SERVICES,L as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

PATRIOT GROWTH INSURANCE SERVICES,L brokers 14 insured contracts for 10 employers, across 5 states, led by CA, SC, MA.

Health is the largest line (7 contracts), followed by dental (7), life (3), vision (2).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 29%); BLUE CROSS BLUE SHIELD OF ARIZONA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., BLUE CROSS OF CALIFORNIA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 36% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 7 · dental 7 · life 3 · vision 2 · disability 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
TEMPE LIFE CARE VILLAGE, INCTEMPE, AZBLUE CROSS BLUE SHIELD OF ARIZONAJan 1FY2025
HYDRAFLOWFULLERTON, CABLUE CROSS OF CALIFORNIAOct 1FY2025
FIDUCIARY TRUST COMPANYBOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
WALSH BROTHERS, INC.BOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jun 1FY2025
FUTEK ADVANCED SENSOR TECHNOLOGY, INC.IRVINE, CABLUE CROSS OF CALIFORNIAJan 1FY2025
Subscriber access
5

more employers in PATRIOT GROWTH INSURANCE SERVICES,L's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both